Managers of Wealth Americas

Morgan launches EM sustainable fund

It follows the launch of the JPMorgan Global Macro Sustainable fund in September.

Hedge fund body sets out 45 steps for change in diversity push

The paper comes as industry leaders increasingly recognise the competitive advantage that is found in a diverse workforce.

Columbia Threadneedle Strategy Recognized With Institutional Asset Management Award

Winning Emerging Markets Strategy Serving the North American Institutional Market Honored for Strong Performance

Focus Financial is "the only game in town" for RIA M&A, says CEO Rudy Adolf

Mr. Adolf likes what he sees at Focus, questions the strategy of competition

Phoenix Financial PR gains international capability

IFCG membership expands the range of services we are able to provide to our clients and will allow us to collaborate with new ones looking for support in the US and Australia.

Connection Capital gives clients access to North America and Europe-focused mid-market private equity fund

The Fund has already invested around half of its capital into four portfolio companies in these areas, which are all performing well.

Broker wars forcing managers to shine or get shoved aside

There will be a tighter, more focused scrutiny on trading costs, but also what execution analysis looks like.

Why ultra-high-net-worth clients need a financial cushion

Rather than good or bad debt, Hershcovitch prefers to emphasize “appropriate” debt and whether the HNW family can afford to service it.

GMP Capital Reports Third Quarter 2019 Results

The Sale Transaction is expected to close in fourth quarter 2019

Lincoln Financial Group Rings Closing Bell to Mark 50th Anniversary of Trading on the New York Stock Exchange

The company had $261 billion in assets under management as of September 30, 2019.

WisdomTree Enters into Agreement to Sell Canadian Asset Management Business

With the exception of the closure of WisdomTree U.S. High Dividend Index ETF, WisdomTree and CI Financial anticipate no changes to the Funds.

Savant Capital purchases Kingston Wealth Management Group

As part of the transaction, four Kingston Wealth staff will move to Savant.

Locking into sustainability and ESG investment

Industries like plastics could face increased pressure due to growing awareness of sustainable investment

California Retirement Advisors Recognized on WealthManagement.com's 2019 Thrive List of Fastest-Growing Advisors

Applications for the WealthManagement.com 2019 Thrive list were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.

US firm acquires controlling interest in BSX

Electronic trading leader will leverage BSX's well-established financial reputation and new digital asset focus to further diversify its electronic exchange offerings

Sun Life reports 10.8% rise in underlying net profit

SLF Inc. increases its common share dividend by 5% to $0.55

Charles Schwab Goes ‘All In’ On Bank Buildout

Schwab initially didn’t jump into the lending space, conceded CEO and president Walt Bettinger. But now that’s changed, he said.

Arthur J. Gallagher & Co. Acquires BonusDrive

"I am delighted to welcome the team to our growing global organization."

New Research: Over Half of U.S. Adults Say Financial Stress Negatively Affects Their Health and Work Performance

Lincoln Financial Group Shares Steps to Help Alleviate Financial Anxieties and Create More Positive Outcomes

Wells Recruits Back Family Team from Merrill Lynch in California and Utah

Charles ranked #7 on Forbes’ 2019 Best-in-Utah Advisors listing.

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